Caroline Tanis, CDFA®️ is a Financial Advisor and strategist who focuses on helping her clients build their desired lifestyle. She works primarily with highly ambitious women and their families to create a financial plan. Caroline helps her clients determine their goals and future lifestyle in order to build a plan specific to them. Utilizing estate, retirement, trust, investment planning and more Caroline is able to bridge the gap between where clients are now and where they want to get to. Caroline received her B.S. in Wealth Management and Financial Planning from University of Delaware as well as her MBA in Finance from Saint Joseph’s University. She also holds her SIE, Series 7, Series 66, Life & Health Insurance License, and is a Certified Divorce Financial Analyst®️. She resides in New Jersey but is an avid traveler always looking for her next destination. In addition she is a proud dog mom to a dachshund named Chester who loves to taste test for her while she is cooking.
